Preadmission Screening (PAS) Annual Resident Review (ARR). (Mental Illness/Intellectual Developmental Disability/Related Conditions Identification) 2026

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Definition and Meaning

The Preadmission Screening (PAS) and Annual Resident Review (ARR) is a crucial process designed to identify individuals who have mental illnesses, intellectual developmental disabilities, or related conditions before they are admitted to nursing facilities. This form ensures that individuals receive the appropriate level of care and services. In the context of Medicaid, it aims to provide eligible recipients with necessary mental health services and ensures facilities comply with federal and state regulations, particularly those relating to Medicaid reimbursement.

Who Typically Uses the Preadmission Screening (PAS) Annual Resident Review (ARR)

Healthcare professionals, including physicians, social workers, and mental health specialists, usually conduct the PAS/ARR. Nursing facility staff and case managers use this form to assess the needs of residents. It is crucially used by Medicaid to ensure that patients who require specialized mental health services receive them. Families of potential nursing home residents may also be involved in this process to provide additional information about the individual's health history and current needs.

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Key Elements of the Preadmission Screening (PAS) Annual Resident Review (ARR)

Several important components are included in the PAS/ARR process:

  • Patient Information: This includes demographic data, medical history, and current health status.
  • Screening Criteria: Set guidelines to determine if an individual has a mental illness, intellectual disability, or related condition.
  • Clinician Certification: A certified healthcare provider must validate the screening results, confirming the individual's eligibility for specific services.
  • Care Recommendations: Suggestions for mental health services or alternative placements if a nursing facility is unsuitable.

Steps to Complete the Preadmission Screening (PAS) Annual Resident Review (ARR)

  1. Collect Personal and Medical Information: Gather all relevant data about the individual, including medical records and current treatment plans.
  2. Conduct Initial Assessment: A qualified professional evaluates the individual for mental illnesses or developmental disabilities.
  3. Complete Screening Form: Fill out the PAS/ARR form with the collected information and assessment results.
  4. Obtain Clinician Certification: Ensure a licensed clinician reviews and certifies the screen's findings.
  5. Submit the Form: Submit the completed form as required, either electronically or on paper, according to state-specific guidelines.

State-Specific Rules for the Preadmission Screening (PAS) Annual Resident Review (ARR)

Each state might have adaptations to the federal guidelines to suit local demographic needs and legislative requirements. For instance:

  • Michigan: Utilizes the DCH-3877 form for its PAS/ARR, including specific sections on patient information and clinician certification.
  • Texas: May have additional criteria for evaluating mental health needs related to its specific Medicaid managed care provisions.
  • California: Often includes more detailed environmental and resource assessments due to its diverse population.

Why You Should Complete the Preadmission Screening (PAS) Annual Resident Review (ARR)

Completing PAS/ARR is important for several reasons:

  • Ensures Proper Care: Guarantees that individuals receive the level of care appropriate to their needs.
  • Medicaid Compliance: Essential for facilities to comply with federal and state Medicaid regulations, which impact funding and reimbursement.
  • Prevents Improper Admissions: Helps avoid placing individuals in environments that do not meet their specific needs, reducing the risk of inadequate care.

Legal Use of the Preadmission Screening (PAS) Annual Resident Review (ARR)

The PAS/ARR process supports legal compliance:

  • Medicaid Regulations: Aligns with federal Medicaid standards, ensuring services are provided to eligible individuals.
  • Protection of Rights: Ensures individuals with mental illnesses and disabilities are afforded the same rights to appropriate medical services and environments as others.

Software Compatibility and Digital vs. Paper Version

Modern tools, including document management services like DocHub, support digital completion and submission of the PAS/ARR form. Facilities often prefer digital methods due to:

  • Ease of Access: Digital forms can be quickly shared and accessed across different locations.
  • Secure Submission: Platforms like DocHub offer SSL encryption, ensuring sensitive data remains secure.
  • Seamless Integration: The ability to integrate with cloud services such as Google Drive enhances workflow and ensures easy updating and tracking of form submissions.

Remember, while digital completion is encouraged for its efficiency, always check state regulations to ensure compliance with submission formats and processes.

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Skilled nursing facilities typically offer three levels of care - Level 1: Basic Care, Level 2: Skilled Care, and Level 3: Specialized Care. The appropriate level of care is determined based on the individuals care needs, medical conditions, and the level of assistance required for activities of daily living (ADLs).
A preadmission review (PAR) is a review required by some health insurance plans prior to an insured being admitted to a hospital for a nonemergency procedure.
In brief, the PASRR process requires that all applicants to Medicaid-certified nursing facilities be given a preliminary assessment to determine whether they might have SMI or ID. This is called a Level I screen. Those individuals who test positive at Level I are then evaluated in depth, called Level II PASRR.
A Level 1 Screening involves completion of an evaluation to determine if an individual has, or is suspected of having, a PASRR condition, i.e., serious mental illness (SMI), intellectual disability (ID), developmental disability (DD), or related condition (RC).
The PASRR Level I Screening is a preliminary assessment completed for all individuals prior to admission to a Medicaid-certified Nursing Facility in order to determine whether an individual might have a mental illness or intellectual disability.

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In the case of an RR, the NF initiates the process by submitting a Level I Screening as an RR in the PASRR system. A Level 1 Screening is used to identify if an individual has, or is suspected of having, a PASRR condition, i.e., SMI, ID/DD, or RC.

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